DIS vs HON: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
VS
Honeywell International Inc. · Industrials
$213.17
-9.2% upside to fair value
Grade D
QuantHub Verdict
DIS has more upside to fair value
(+66.6%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
HON |
| Current Price |
$101.31 |
$213.17 |
| Fair Value Estimate |
$168.80 |
$193.51 |
| Upside to Fair Value |
+66.6%
|
-9.2%
|
| Market Cap |
$179.5B |
$135.1B |
| Forward P/E |
14.8x
|
33.0x
|
| EV / EBITDA |
11.4x
|
23.9x
|
| Price / Sales |
1.9x
|
3.7x
|
| Price / FCF |
25.4x
|
32.4x
|
| Revenue Growth YoY |
+5.2%
|
-6.9%
|
| Gross Margin |
37.3%
|
36.9%
|
| Operating Margin |
14.2%
|
14.9%
|
| Return on Equity |
11.3%
|
23.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.93%
|
3.09%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
Honeywell International Inc. is a diversified industrial conglomerate operating across Aerospace Technologies, Building Automation, Process Automation and Technology, and Safety and Productivity Solutions. The company benefits from a strong leadership team with deep internal experience and a history of strategic acquisitions that have expanded its portfolio into high-growth areas such as aerospac…
Accumulation Zones
| Metric |
DIS |
HON |
| Zone Low |
$126.60 |
$145.13 |
| Zone High |
$143.48 |
$164.48 |
| In Buy Zone? |
Yes
|
No
|